SEVEN MILE ADVISORY - Portfolio overview

SEVEN MILE ADVISORY has 335 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VMBS - VANGUARD MORTGAGE-BACKED SECURITIES ETF, 5.95%
2. OEF - ISHARES S&P 100 ETF, 5.42%
3. VTI - VANGUARD TOTAL STOCK MARKET ETF, 4.92%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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